BHPW
META icon

Beverly Hills Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Beverly Hills Private Wealth’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.89M Sell
17,559
-17
-0.1% -$10.4K 1.88% 10
2026
Q1 		$10.1M Buy
17,576
+3,492
+25% +$2.24M 1.68% 8
2025
Q4 		$9.3M Buy
14,084
+548
+4% +$366K 1.59% 11
2025
Q3 		$9.94M Sell
13,536
-1,481
-10% -$1.1M 1.75% 9
2025
Q2 		$11.1M Buy
15,017
+1,717
+13% +$1.06M 2.08% 7
2025
Q1 		$7.67M Buy
13,300
+352
+3% +$227K 1.52% 10
2024
Q4 		$7.58M Buy
12,948
+356
+3% +$209K 1.53% 10
2024
Q3 		$7.21M Buy
12,592
+3,567
+40% +$1.84M 1.46% 10
2024
Q2 		$4.55M Buy
9,025
+1,622
+22% +$788K 0.99% 19
2024
Q1 		$3.59M Buy
7,403
+1,795
+32% +$801K 0.83% 25
2023
Q4 		$1.99M Buy
5,608
+2,130
+61% +$694K 0.52% 55
2023
Q3 		$1.04M Buy
3,478
+174
+5% +$52.4K 0.31% 81
2023
Q2 		$1.03M Buy
3,304
+1,197
+57% +$295K 0.17% 131
2023
Q1 		$447K Buy
+2,107
New +$359K 0.14% 160

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beverly Hills Private Wealth's META Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 0.1% in Q2 2026, selling an estimated $10.4K and leaving 17,559 shares worth $9.89M. The position accounts for 1.88% of the portfolio, ranked #10.

Beverly Hills Private Wealth first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.1M in Q2 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Beverly Hills Private Wealth held 17,559 shares of Meta Platforms (Facebook) worth $9.89M as of Q2 2026.
  • Beverly Hills Private Wealth sold 17 Meta Platforms (Facebook) shares in Q2 2026, an estimated $10.4K.
  • Meta Platforms (Facebook) made up 1.88% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Beverly Hills Private Wealth first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Meta Platforms (Facebook) position peaked at $11.1M in Q2 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.